How big is Certified Financial Group LLC's plan?

Certified Financial Group LLC's plan reported $746K in assets and 1 participants for 2025.

Original filing (PDF)20260310170207NAL0004303283001

Certified Financial Group LLC

Name: Certified Financial Group LLC — Certified Financial, Form 5500 (2025)
Creator: Certified Financial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Certified Financial Group LLC 401(k) Plan

401(k) retirement plan · Certified Financial Group LLC's Certified Financial Group LLC 401(k) Plan held $746K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$746K

Net assets (EOY)

$746K

People on this filing

Rich Serletic signed Certified Financial Group LLC's 2025 Form 5500 as plan administrator.

Rich Serletic — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Certified Financial Group LLC's EIN is 20-1998025.

EIN 20-1998025

Plan number 001

Plan year 2025

ACK ID 20260310170207NAL0004303283001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Certified Financial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Certified Financial Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CERTIFIED FINANCIAL GROUP LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score